Universal Banker Certification Program August 10-11, 2023 10:00 a.m. - 5:00 p.m. Virtual via Zoom Member: $505
With reduced in-branch transactions, customer visits, and rapidly progressing technology, traditional retail banking functions are becoming obsolete. No longer can your front-line team say, “It’s not my job!”
While the front-line banking team is shifting to a multi-tasking, "universal" banker role, today’s bank customer base is shifting from the traditional, twice-a-week visit model to a quick response, electronic banking-based relationship model.
This two-day certification program focuses on the essentials for today’s Universal Banker in providing exceptional service, making referrals, and building profitable relationships. The program is packaged full of checklists, job aids, examples, and "real-world situations.
Audience: All retail employees in customer contact positions
Objectives:
Understanding the Changing Role of Retail Banking
Defining and Developing the Universal Banker
Professionalism for Today's Bankers
Speaking the Customer Language: Communicating for Results
Becoming the One Source for the Exceptional Customer Experience
Moving from Order Taker to Relationship Banker
Maximizing the Customer On-Boarding Process
Making Referrals as Simple as A-B-C
Building Customer Loyalty
Networking and Ambassadorship
Meeting the Specific Generational Needs of Today’s Customers
CRA Partners announced the formation of a peer group dedicated to the Community Reinvestment Act. CRA Partners has been providing opportunities for banks to earn CRA credit by caring for local senior citizens for over 20 years. This means they have frequent contact with CRA professionals across the country on a regular basis. As CRA modernization began to take shape, they have encountered many questions and concerns about what the new rule will mean for banks and what changes community banks need to be prepared for as modifications are fine-tuned. They surveyed their colleagues and asked them what is on their minds in this environment, including whether they thought collaborating with their peers on CRA topics would benefit them. The overwhelming majority said yes, and thus, The CRA CollaborativeTM was born.
Help Fight Hunger with these NEW Hunger Packages
Join NJBankers' Fight Against Hunger campaign. More than 650,000 people in our state are food insecure, including over 175,000 kids. CFBNJ supplied enough food for over 85 million meals to neighbors facing hunger last year, along with, 35 million pounds of fresh produce to support healthy lifestyles.
We are excited to announce two new Fighting Hunger packages now being offered: "Fighting Hunger Heroes" and "Fighting Hunger Allies." Each package provides dedicated recognition for your institution. Your generosity makes a remarkable impact on the lives of children, families and seniors in our communities. Don't miss this opportunity to help those in need. Together we can make a difference!
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New Jersey Bankers Association, 411 North Avenue East, Cranford, NJ 07016, (908) 272-8500